Associating an Activity with another Contact

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You can create a calendar activity that is linked to one or more contacts either internal or external.

1. Click the Organisation, Search People menu.

2. Search for another user.

  • Clicking on the Phone Number will create a phone activity.
  • Clicking on the email address will create an email to the contact and an email activity.
  • Clicking on their name will display their details.

3. Display their details.

Note the activity history is displayed at the bottom of the contact information.

4. Click the New, Activity menu.

The New Activity window is displayed.

The New calendar event is displayed and the contact is specified as the contact that you were reviewing.

5. Set the Activity fields.

6. Click the Save button.

7. Click the back button.

The contact window is displayed. The Activity is displayed below the contact information.